EDISON CROSS-BORDER ADVISORY · TRANSITION
International Estate Planning
An estate plan that works in every country your life touches.
WHAT IT ACCOMPLISHES
An estate plan that works in every country your life touches.
Property abroad, family across borders, or citizenship in more than one country means one will may not be enough. We design US plans that account for other legal systems and coordinate with local counsel so the pieces work together instead of against each other.
THE CONTINUITY MODEL · TRANSITION
Are you prepared for the major life and business changes that inevitably come?
WHAT THE WORK TYPICALLY COVERS
- US planning coordinated with foreign property and heirs
- Treatment of foreign assets in US documents
- Coordination with attorneys in other jurisdictions
- Succession planning for cross-border families
GO DEEPER
- Estate PlanningCreate a plan that protects your assets, reflects your wishes and provides certainty for your family.
- Cross-Border & Expatriate PlanningEstate planning for families with interests across the U.S. and Mexico.
EDISON CROSS-BORDER ADVISORY
Helping families and businesses thrive across jurisdictions.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
STAY CONNECTED
Subscribe to Edison Insights
Planning updates and new articles, written to help you make better decisions. If you follow Edison for six months without becoming a client, you should still feel better informed than when you started.
NEXT STEP
An estate plan that works in every country your life touches.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.